Obviously these guys are really aggressive. They want to utilize their biggest asset, their stock price.

Two companies have benefited from the time-to-market advantage: Yahoo! and Amazon. Those are the single success stories. Every single day, it gets more and more competitive.

The stocks that have been successful are the ones that have reached a very large scale which is to say critical mass basically.

The feel I've got is a lot of these guys are in for the long haul. If they wanted to sell out they could have sold out much earlier.

These companies have to be sitting there trying to figure out competitively how they stack up at this point.

This is nothing new and it will continue to be a problem. The fact of the matter is, these programs can be easily fooled. If someone wants to get in, there's nothing you can do to stop them.